Market Matters from New York Life Investment Management

Through the American Jobs Plan and American Family Plan, the Biden Administration have put forward ideas for sizable government spending on physical and human infrastructure, financed in part by higher taxes on companies and households. This week’s episode focuses on the infrastructure part: what can investors expect moving forward? 

**This episode is a replay from May 3, 2021, with highly relevant themes for today's investor.*

As summer comes to a close, investors are wary of growing risks for the fall. How can investors position their portfolios when higher volatility is expected? 

What’s in the Infrastructure Investment and Jobs Act, and what are its challenges on the horizon? How does it impact investments? Listen in as Lauren and Robert discuss the new infrastructure bill.

Consumer prices ex-food and energy rose 4.3% versus July of 2020. Will these increases prove to be temporary?

Once again, we asked listeners to submit questions on what matters most to them. This week, Lauren and Robert answer top listener questions.

Valuations were high before the pandemic hit and now… they’re high again. Where should investors go next? In this episode, Lauren and Robert explore why so many institutional investors have moved into private markets, and what we can learn from investors on the ground there. 

In this episode, Lauren and Robert explore what inflation means for investment opportunities. Special guest Michael DePalma joins to share his research on the topic.

Economic growth is surging, but the reflation trade has taken a pause. Why is that, and should investors consider a different approach?

Summer 2021 is shaping up to be the “hot vax summer” we called for, but will that economic party come with a nasty hangover? Here’s our best guess at four high conviction investment ideas.

Welcome to the second half of 2021. In this week’s episode, Lauren and Robert share priority themes ahead.